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Humanoid '25: Tele-operation & Comms
10 tickers · $1.21T total market cap
Group: Humanoid
Humanoid robots present a secular growth story at cyclical prices. Advancements in embodied AI, significant cost deflation, and tele-operation as a crucial bridge to autonomy are driving adoption. This is supported by government investment in AI/telecom/autonomous systems and a recovering industrial macro environment.
Humanoid '25: Tele-operation & Comms tracks 10 publicly listed stocks in this theme: CRDO, CSCO, INFY, INTC, IOT, NOK, PDYN, SLAB, SMTC, UBXN.SW. See the constituent table for details.
Thesis update: 2026-03-04
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Intel CorporationINTC | 04/23/2026 (AMC) | 04/23/2026 (AMC) | -16.92% | 26.46% | 48.17% | 34.24% | $543.66B | 10.0000 |
Cisco Systems, Inc.CSCO | 05/13/2026 (AMC) | 05/13/2026 (AMC) | -10.16% | 16.36% | 32.56% | -0.13% | $469.71B | 10.0000 |
Nokia OyjNOK | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -6.09% | 5.74% | 53.95% | 31.11% | $74.21B | 10.0000 |
Infosys LimitedINFY | 04/16/2026 (BMO) | 04/16/2026 (BMO) | 7.42% | 1.05% | -23.96% | -12.03% | $51.06B | 10.0000 |
Credo Technology Group Holding LtdCRDO | 03/02/2026 (AMC) | 06/01/2026 (AMC) | -10.23% | — | 73.68% | — | $28.82B | 10.0000 |
Samsara Inc.IOT | 03/05/2026 (AMC) | 06/04/2026 (AMC) | 19.54% | — | -12.92% | — | $17.56B | 10.0000 |
Semtech CorporationSMTC | 03/16/2026 (AMC) | 05/26/2026 (AMC) | -17.56% | — | 70.17% | — | $12.33B | 10.0000 |
Silicon Laboratories Inc.SLAB | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 50.21% | -0.21% | 5.74% | -0.04% | $7.14B | 10.0000 |
u-blox Holding AGUBXN.SW | 08/06/2025 (AMC) | — | 5.29% | — | 38.52% | — | $1.32B | 10.0000 |
Palladyne AI Corp.PDYN | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -14.36% | -0.92% | -28.02% | -8.05% | $240.2M | 10.0000 |
| Average | 0.71% | 8.08% | 25.79% | 7.52% | $120.60B | 10.0000 | ||
| Median | -8.12% | 3.40% | 35.54% | -0.08% | $23.19B | 10.0000 | ||
| Std Dev | 20.07% | 10.09% | 36.11% | 18.31% | $194.99B | 0.0% | ||
| Min | -17.56% | -0.92% | -28.02% | -12.03% | $240.2M | 10.0000 | ||
| Max | 50.21% | 26.46% | 73.68% | 34.24% | $543.66B | 10.0000 | ||
| % Positive Tickers | 40.00% | 66.67% | 70.00% | 33.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.